Latest product news from the Insycle team
Hi there,
Now you can copy field data between deals in line items since line items mostly interface with the Deals object.
Additionally, Insycle now features a "Associated Deal ID" field on the line item object that you can include in your templates.
These are ideal because it allows you to ensure that you always have the field data that you need on the line item object.
For example, you could copy the "Amount" on the deal object to the "Quantity" field on line items.
